INVESTMENT PROCESS


Send us your investment proposal


PLEASE ENSURE YOUR PROPOSAL COVERS ALL THE FOLLOWING ITEMS


Investment Thesis

Three to four point summary of the investment thesis highlighting the business opportunity


Company Overview

  • What it sells: the type of products and services
  • How it sells: sales channels, direct, wholesale retail, catalog, contracts with key customers, distribution, brokerage, payment, etc.
  • Who it sells to: market segments, types of customers, geographies, etc.
  • Why it sells: Describe the market opportunity and growth potential for the company
  • Success stories: “timeline” of key events in the evolution or the history of the company

The strategy

  • Describe the differentiating factors for why the company is unique (key success factors, patents, trademarks, top-of-mind, specific quality, access to suppliers, etc.)
  • Name and status of key competitors and why the company is better or where the company can improve
  • Total market size and the market share the company represents

The team

  • Name of the founders, partners, key managers
  • Who are they, their experience, and what each brings the company
  • Total number of employees

The opportunity

  • Provide summary of any strategic alliances
  • Summary of funding sources (debt, equity, mezzanine, etc.) for capitalization
  • Detailed table of sources and uses of funds
  • Summary table of expected return to investors, IRR, valuation, etc.

The exit strategy

Describe the “exit strategy” (i.e. how investors will recover their money)

  • Sale to a foreign / multinational group
  • Repurchases by the original partners
  • Accumulation of dividends
  • Strategic sale to regional partner or competitor
  • Sale to a company seeking vertical integration or diversification

Key information

Describe the “exit strategy” (i.e. how investors will recover their money)

  • Financial (Three years of historical results if available and three years projected)
    • Income Statement: Revenue, Gross Profit, EBITDA, Net Income
    • Balance Sheet: Net Debt (Long term, short term, mortgage, etc.), Inventory, Accounts Receivable, and Accounts Payable
    • Cash Flow: Operations, Financing, Investments
  • Operational: Units, productivity, number of employees, branches, stores, number of rooms, data relevant to the industry
  • Note: Provide explanation of key assumptions and metrics

Contact

Address, telephone, and email contacts